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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,451 | $78,690-37.2% | $161,489-69.4% | $87,485-43.5% |
| Participation rate | 82.9% | 67.5%+15.5pp | 78.7%+4.2pp | 68.9%+14.0pp |
| Annual return | 17.60% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,703 | $2,588-34.2% | $4,268-60.1% | $2,596-34.4% |
| Participant deferral / active EE | $4,488 | $3,311+35.6% | $5,630-20.3% | $4,274+5.0% |
| Admin fee / account holder | $2,766 | $6,724-58.9% | $16,006-82.7% | $7,775-64.4% |